Closely Held Business Stock

Closely Held Business Stock Diagram

How It Works

  1. You make a gift of your closely held stock to Valpo and get a qualified appraisal to determine its value
  2. You receive a charitable income-tax deduction for the full fair-market value of the stock
  3. Valpo may keep the stock or offer to sell it back to your company

Benefits

  • You receive an income-tax deduction for the fair-market value of stock
  • You pay no capital-gain tax on any appreciation
  • Your company may repurchase the stock, thereby keeping your ownership interest intact
  • Valpo receives a significant gift

More Information

CONTACT US

Christy Graf
Executive Director of Planned and Principal Giving
(219) 464-6152
giftplanning@valpo.edu

 

Advancement - Heritage Hall
Valparaiso University
510 Freeman St.
Valparaiso, IN 46383

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